21–30 of 243 posts
>ARM to IPO I'll be looking to pick up some shares as a long-term investment. I think ARM is one of the best things to happen to computing, and anything that threatens the x86 monoculture/hegemony is a good thing in my view.
There are more ARM cores in the world by multiple orders of magnitudes at this point. ARM is the bully now, not Intel anymore.
Why will ARM succeed where MIPS faded into obscurity? (Well, relative obscurity. I see they are still used in media devices and cheap routers.) https://en.m.wikipedia.org/wiki/MIPS_Technologies
It's actually gone; MIPS owners have abandoned MIPS to focus on RISC-V.
Earlier quoted context omitted.
I didn't like much this but having ARM in the hands of financial institution which doesn't have any motivation to invest in the technology doesn't seem any better (and probably doesnt understand/doesnt care about it). In the other hand, Nvidia have a good track record creating good products.
Nvidia also has a long track record of anti-competitive behavior. So it's a good thing they didn't get ARM.
It doesn't matter, as the damage is done.
Once the industry caught a whiff of NVIDIA's intent to purchase ARM, they looked for alternatives. That's RISC-V.
Today, it's been years and the RISC-V efforts within the industry have advanced considerably. These won't be dropped now, irrespective of ARM's fate.
Earlier quoted context omitted.
I didn't like much this but having ARM in the hands of financial institution which doesn't have any motivation to invest in the technology doesn't seem any better (and probably doesnt understand/doesnt care about it). In the other hand, Nvidia have a good track record creating good products.
> Nvidia have a good track record creating good products. What incentive would Nvidia have to develop new ARM features that would assist competitors in competing with them? The Fujitsu's A64FX Processor for example somewhat competes with Nvidia datacenter GPUs. What incentive would Nvidia have to continue to develop the Arm Scalable Vector Extension? The only good thing from this sale would be the pivot to RISC-V.
To be clear I'm not suggesting this will happen or not, I'm just curious if it would be allowed?
Is it an IPO if they’ve already previously been public?
This sounds super dumb - but given their acquisition was blocked, would Nvidia be stopped from simply buying the majority of shares at IPO? To be clear I'm not suggesting this will happen or not, I'm just curious if it would be allowed?
It was such a hot stock in 2014-15. Softbank kinda bought it at the peak. Still, Apple has proven ARM on the desktop is phenomenal, and Ampere has done the same in the datacenter. Both have swiftly made compiler support accelerate dramatically. I would love for my next desktop to be arm-based, and it would be great if it didn’t NEED to be a mac. Broad adoption of ARM would be a huge win for sustainability. I’m bullish on their business, even if their business model isn’t vertically scalable.
I think that RISC V also has a bright future, but its still a bit far out before its a viable competitor. Still there have been some things that look really promising such as what is coming out of SiFive:
https://www.sifive.com/press/sifive-raises-risc-v-performanc...
And Intel just announced a $1B fund for companies building on their Open Foundry RISC-V alliance. https://www.tomshardware.com/news/intel-1b-fund-risc-v
Big things are happening for small instruction sets… watch this space.